Apple's Underwhelming Forecast Is Puzzling, Analyst Dediu Says

The transcript discusses Apple's quarterly performance, focusing on the shift from iPhone units sold to average selling price. It highlights market reactions to new products, macroeconomic concerns, and the impact of trade tensions. The iPhone XR's market position and services growth are analyzed, with future projections for Apple's products and services.

What was the main reason for the underwhelming forecast in Apple's current quarter?

• Strong competition from other smartphone brands

• Lack of new product launches

• Decrease in the average selling price of iPhones

• Emerging market slowdowns, particularly in China

Which markets are contributing most to Apple's smartphone growth?

• United States and Canada

• Europe and Australia

• Indonesia, Nigeria, and India

• Japan and South Korea

What is a significant concern for Apple in China?

• High production costs

• Decreasing brand loyalty

• Structural issues affecting sales

• Lack of retail presence

What macroeconomic factor is affecting consumer sentiment in China?

• Currency devaluation

• Rising inflation rates

• Trade tensions

• High unemployment rates

What is the investor sentiment around the iPhone XR?

• It is not expected to sell well

• It is expected to cannibalize more expensive products

• It is priced too low to be profitable

• It is seen as a middle product with potential

What is the expected growth rate for Apple's services sector?

• 10%

• 18%

• 25%

• 30%

What is the significance of Apple's services growth?

• It is not a focus for Apple

• It is expected to decline next year

• It is the fastest-growing segment

• It is based on a large install base of devices